REDW Wealth’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

REDW Wealth’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Sell	76,330 -2,609	-3%	-$55.1K	0.64%	37
2025 Q4	$1.67M	Sell	78,939 -1,289	-2%	-$27.3K	0.64%	33
2025 Q3	$1.7M	Sell	80,228 -14	-0%	-$295	0.64%	31
2025 Q2	$1.69M	Sell	80,242 -29	-0%	-$599	0.67%	31
2025 Q1	$1.67M	Sell	80,271 -34,441	-30%	-$707K	0.62%	31
2024 Q4	$2.33M	Sell	114,712 -63,936	-36%	-$1.32M	0.81%	27
2024 Q3	$3.79M	Buy	178,648 +3,687	+2%	+$76.9K	0.97%	22
2024 Q2	$3.55M	Buy	174,961 +34,384	+24%	+$694K	0.93%	26
2024 Q1	$2.88M	Buy	140,577 +14,896	+12%	+$304K	0.78%	26
2023 Q4	$2.61M	Buy	125,681 +54,212	+76%	+$1.07M	0.75%	27
2023 Q3	$1.39M	Buy	+71,469	New	+$1.42M	0.43%	36

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

REDW Wealth's IBDW Position: Q1 2026 in Review

REDW Wealth reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.3% in Q1 2026, selling an estimated $55.1K and leaving 76,330 shares worth $1.6M. The position accounts for 0.64% of the portfolio, ranked #37.

REDW Wealth first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

REDW Wealth held 76,330 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.6M as of Q1 2026.
REDW Wealth sold 2,609 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $55.1K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.64% of REDW Wealth's portfolio in Q1 2026, its #37 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
REDW Wealth's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $3.79M in Q3 2024.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.